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Montag & Associates’s QXO Inc QXO Stock Holding History

Montag & Associates’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Hold
12,000
– – 0.01% 418
2026
Q1 		$233K Hold
12,000
– – 0.01% 395
2025
Q4 		$231K Sell
12,000
-2,035
-14% -$39K 0.01% 390
2025
Q3 		$268K Buy
+14,035
New +$291K 0.01% 367

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Montag & Associates's QXO Position: Q2 2026 in Review

Montag & Associates held its QXO Inc (QXO) position steady in Q2 2026 at 12,000 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #418.

Montag & Associates first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. The position peaked at $268K in Q3 2025. 644 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Montag & Associates held 12,000 shares of QXO Inc worth $207K as of Q2 2026.
  • Montag & Associates left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #418 holding.
  • Montag & Associates first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • Montag & Associates's QXO Inc position peaked at $268K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.